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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,830 | $148,623-18.0% | $135,974-10.4% | $139,466-12.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 12.02% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,952 | $5,246-62.8% | $4,859-59.8% | $4,754-58.9% |
| Participant deferral / active EE | $6,052 | $8,103-25.3% | $7,760-22.0% | $6,712-9.8% |
| Admin fee / account holder | $1,735 | $12,406-86.0% | $10,767-83.9% | $11,409-84.8% |